Built for occupational therapy practices
Documentation, billing, and compliance for OT, in one system.
Occupational therapy covers more ground than any other therapy discipline. Clinic-based ADL rehab. Driving rehabilitation. Home assessments. Pediatric sensory and fine motor treatment. Each setting carries different documentation requirements, payer rules, and billing workflows. StrataEMR is built to handle the breadth of what OT practices actually do.
Trusted by Hundreds of Physical, Occupational and Speech Therapy Clinics
8 Locations
11 Therapists
18 Therapists
3 Locations
4 Locations
6 Therapists
5 Therapists
How it works
Built for the full breadth of occupational therapy
Four places StrataEMR adapts to how OT actually gets delivered — across clinic, home, driving, and pediatric settings.
Step 1
Documentation scoped to what the OT actually delivered
OT documentation is not PT documentation. ADL and IADL performance, sensory processing, fine motor coordination, cognitive-perceptual function, and driving evaluation each require their own structure. StrataEMR ships discipline-scoped templates for OT, with required-selection fields covering functional goals, medical necessity, discharge criteria, and caregiver training. Clinicians document against the assessment categories OT payers actually expect to see.
- OT-scoped templates for clinic, ADL/IADL, driving, home, and pediatric sensory
- Required selections enforce functional goals and medical necessity
- Discipline-scoped staff types prevent PT/OT documentation crossover
Step 2
Mobile and community-based visits handled without a second system
OTs do not stay in the clinic. Home assessments, driving rehab on community courses, and pediatric services in schools and homes all live on the same schedule as clinic visits. The mobile schedule view shows the day's agenda by place-of-service with patient addresses, tap-to-call phone numbers, and a route map. Documentation completes on a phone or tablet at the point of care, regardless of setting.
- Mobile schedule with addresses and tap-to-call
- Place-of-service tagging on every visit (POS 11, 12, 99)
- Schedule map view with route suggestions across visits
Step 3
Multi-payer authorization managed at the patient level
OT patients carry a different payer mix than PT. Medicare Part B with therapy cap and KX modifier tracking. Commercial plans with visit-count authorizations and expiration dates. Workers' compensation with adjuster-managed authorizations and PCP referral requirements. Each payer's rules live at the policy level on the patient record, with visit usage updated automatically as documentation completes.
- Direct Medicare EDI with therapy cap and KX tracking
- Commercial auth visits and expiration tracked per policy
- Workers' comp authorization and PCP referral flags
Step 4
Billing that handles OT across every setting
OT billing has to handle the same CPT codes (97165, 97530, 97535, 97542) billed across very different places of service. The StrataPT billing team works inside the EMR. Pending charges are tagged by POS code so claims route to the correct payer rules. Denial follow-up, appeals, and ERA posting happen in the same system clinicians document in. ERA posting runs within 24 hours of remittance.
- POS code tagged on every charge for clinic, home, and community visits
- In-house billing team works inside the EMR
- ERA posting within 24 hours of remittance
What's in the workflow
Every OT touchpoint, covered
OT-scoped templates, mobile and community workflows, authorization tracking, and Medicare-direct billing in one platform.
OT-scoped templates
Initial Evaluation, ADL/IADL Performance, Driving Evaluation, Home Assessment, and Sensory Processing templates. Required-selection fields enforce functional goals, medical necessity, and discharge criteria.
Mobile-friendly schedule
Full schedule on a phone or tablet with patient addresses, tap-to-call, and place-of-service tagging. Documentation completes at the point of care regardless of clinic, home, or community setting.
Schedule map view
Visualize the day's visits across clinic, home, and community stops on a single route map. Surfaces reorder suggestions and mileage between visits for therapists managing mobile caseloads.
Daily note auto-cloning
Routine daily treatment notes auto-clone the most recent General Document to the current date of service. OTs document what changed - the static history carries forward.
Authorization and visit limit tracking
Authorization visit counts, expiration dates, and PCP referral requirements tracked at the policy level for Medicare, commercial, and workers' compensation payers.
Document completion gating
Notes cannot be marked complete without an active policy, completed benefit verification, authorization on file when required, and certifying provider NPI for Medicare patients.
Direct Medicare connection
EDI connection to Medicare for eligibility and claims. Benefits auto-verify on policy save. Therapy cap and KX modifier updates flow automatically as OT visits accumulate.
StrataPT billing team
Billing staff work inside the EMR. Pending charges by POS, denial follow-up, appeals, and ERA posting handled without a secondary billing platform.
Full capability set
One platform. Built for occupational therapy.
Everything below is included. No per-user fees. No per-location pricing.
OT documentation
- · Initial Evaluation
- · ADL/IADL Performance
- · Driving Evaluation
- · Home Assessment
- · Sensory Processing
- · Fine motor and cognitive-perceptual scoring
- · Caregiver training documentation
- · Required selections per template
Mobile and community workflows
- · Mobile schedule with patient addresses
- · Tap-to-call from agenda
- · Schedule map view across visits
- · Place-of-service tagging (POS 11, 12, 99)
- · Documentation on phone or tablet
- · Offline-capable note entry
Medicare workflow
- · Direct Medicare EDI connection
- · Auto-verification on policy save
- · Therapy cap tracker
- · KX modifier threshold monitoring
- · Certifying provider NPI tracking
- · Recertification window tasks
Authorization management
- · Per-policy visit limit tracking
- · Authorization expiration alerts
- · Workers' compensation adjuster fields
- · PCP referral tracking
- · Pre-cert holds before completion
- · Multi-payer rules at the patient level
Compliance & completion
- · Document completion blocks
- · Required selections per template
- · Discipline-scoped staff types
- · Amendment history with versioning
- · Two-factor authentication
- · Inactive staff status preserves history
Billing & RCM
- · StrataPT billing team
- · Pending charges tagged by POS
- · Clarity Panel per patient
- · Accounts Receivable
- · ERA posting within 24 hours
- · Denial follow-up and appeals
Reporting
- · Schedule Analytics
- · Visit Totals
- · Payer Analysis
- · Average Reimbursement by Payer and CPT
- · Charge Losses
- · Patient Balance
- · Referring Provider
- · Patient Discharge
Permissions
- · Front Desk
- · Clinical Staff
- · Therapy Director
- · Practice Administrator
- · Business Owner
- · Limit Financial Features modifier
- · View Only Own Schedule modifier
- · Prevent Document With Billable Charges Completion
FAQ
Common questions from OT practices
Every OT setting. One system.
See how StrataEMR handles clinic, home, driving, and pediatric OT in a single workflow.